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    Create Your own Legacy

  • "Our mission is to revolutionize the financial services industry by creating a sustainable and transparent platform run by advisors for advisors"

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    Chris Boyle

    CEO/Financial Advisor

    We are proud and ecstatic to introduce Legacy Financial Group LTD to the Canadian Financial Industry. Our plan is to change the way Finance is conducted in Canada, so Canadians are educated and aware of all their options with an increased focus on Transparency.

    I have been in the financial services industry for 13 years now. My experience ranges from everything from private equity investments and structure, to helping businesses strategize on tax efficient investing options. We are always looking for great advisors or other industry professionals (accountants, lawyers, etc) to partner with. For more information on my practice, you can check out christopherboyle.net or book a time to sit down for an educational meeting through my online calendar at www.calendly.com/legacyfg.

     

    Thanks!

     

  • Why Work With Us?

    At Legacy Financial Group Ltd., we are creating a revolutionary platform built by advisors for advisors. We believe in building practices that empower our advisors to create the most sustainable businesses for themselves, and we do this by offering the best and most comprehensive financial services options available. We streamline compliance by reallocating the responsibility so that our brokers can focus on finding the right solution for their client. We believe that integrity and hard work should be rewarded, so we encourage our advisors to take ownership by participating in profit-sharing and ownership opportunities so that everyone can be a part of a new, more transparent and collaborative financial services industry.​

  • Compliance Shift

    LFG has built excellent relationships with some of the country’s top Portfolio Managers to offer our clients more diverse and flexible investment options while transferring the compliance responsibility to the PM. This allows advisors to benefit from providing full transparency and service to the client while maintaining a recurring income stream. The advisor can lower administrative costs associated with the income stream, but retains ownership and often surpasses what they had previously made. Using a Portfolio Manager also offers the option of dropping other regulatory licenses which have very restrictive regulations, allowing for the potential of a wider range of solutions you can offer your clients to better meet their needs.

    Transparency

    Legacy Financial Group is fully transparent in who makes what, where, and how. The override for insurance is set by insurance companies held by LFG. If enough volume is pooled from all the advisors, the corporation could receive a raise. Historically, this wouldn’t be communicated to brokers, and brokers wouldn’t know what the corporation is making; We don’t think that’s fair. LFG shares all increases in revenue evenly with our advisors across the board so that everyone can enjoy the fruit of their labor.

    Ownership Opportunities

    Legacy Financial Group was created to give back to advisors who want to grow with us and be part of a collaborative team culture. We are proud to offer profit-sharing and ownership opportunities for our advisors who meet a minimum FYC. We believe that if quality advisors can be part of a more equitable industry that supports their initiative, then the industry as a whole will be better off for it, including the client, the advisor, and LFG.

    Referral Incentives

    Legacy Financial believes in incentivizing partners who want to help us grow. We are proud to offer a revolutionary advisor referral program where, unlike traditional referral programs, the incentive comes from the corporation and does not undercut lower-tiered advisors.

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    Building a Better Financial Services Industry

    We are building a better, more equitable financial services industry that champions Integrity, Transparency, Sustainability, and Ownership.

     

    We strive to build a collaborative team culture. If quality advisors can be part of an environment where they can learn, educate, and mentor each other, everyone benefits

  • Contact Us

    Create Your Legacy

    Suit3 403, 10408 124 ST NW
    Edmonton AB
    T5N 1R5
    780 966 5084
    780 966 5084
    info@legacyfg.ca
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